Whalen Wealth Management’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
103,793
+12,592
| +14% | +$1.39M | 7.19% | 1 |
|
|
2025
Q1 | $10.1M | Sell |
91,201
-171,477
| -65% | -$18.9M | 6.72% | 1 |
|
|
2024
Q4 | $28.9M | Buy |
262,678
+214,280
| +443% | +$23.6M | 20.04% | 1 |
|
|
2024
Q3 | $5.35M | Buy |
48,398
+4,205
| +10% | +$465K | 3.79% | 2 |
|
|
2024
Q2 | $4.88M | Sell |
44,193
-163,372
| -79% | -$18.1M | 3.87% | 3 |
|
|
2024
Q1 | $22.9M | Buy |
207,565
+1,792
| +0.9% | +$198K | 17% | 2 |
|
|
2023
Q4 | $22.7M | Buy |
+205,773
| New | +$22.7M | 20.41% | 1 |
|